Ticket Query
Detailed information on the Ticket Query tab of the Tickets module.
Last updated
Detailed information on the Ticket Query tab of the Tickets module.
Last updated
The Ticket Query is going to house all of the tickets that are synced from your Ticketing Application. Here you are able to filter your search utilizing the filter parameters at the top of the Ticket Query screen.
Each of the filter parameters are as described in the following:
Region - Specify region associated with the ticket - This must be set in order to filter by Order
Location - Specify location associated with the ticket
Yard - Specify yard associated with the ticket
Customer - Specify customer associated with ticket
Order - Specify the order that was ticketed on
Product - Specify the product that was ticket on
Hauler - Specify the hauler that was ticketed on
Truck - Specify the truck that was ticketed on
Ticket # - Enter a specific ticket number to find a single ticket
MP Tkt # - Enter a specific ticket number associated with a Multi-Product Ticket to return all the ticket Ex. Entering MP Tkt #: 1001 will return tickets 1001.1, 1001.2, 1001.3, if you utilize a multi-product ticket
Operator - Specify an operator to narrow down to one Ticketing App user
Batch # - Specify a batch number the ticket(s) have been assigned to
Invoice # - Specify an invoice number the ticket(s) have been assigned to
Date - Set the To and From to specify a date range of interest
PO Num - Specify a PO number the ticket(s) have been assigned
Type - Set the type of ticket you are trying to view
Current - This filter will include all your most current tickets: Original tickets(Version 1) and the Rebilled tickets(Version 3)
Original - This filter includes all Version 1 of your tickets, even if they have been Credit/Rebilled
Credit - This filter will show any tickets you have Credit/Rebilled and will show Version 2, which is the Credit ticket
Rebilled - This filter will show any tickets you have Credit/Rebilled and will show Version 3, which is the Rebilled ticket
All - This filter will show all tickets, including original tickets and Credit/Rebilled tickets
Voids - Checking the Voids box will show any tickets that have been voided, whether they have been voided from the web portal or the ticketing app
Group by Columns - You can also drag any column and drop it on the "Drag a column header and drop it here to group by that column" to group by a specific column header
The Ticket Query table provides all the information on the tickets that have been ran. You are able to print ETickets, Archived PDFs, as well as Exporting PDFs and an Excel spreadsheet of all tickets you have queried.
If you click the ETicket button on a given ticket it will download a PDF of the ETicket format of the specific ticket. This can be used for quick reference or any other company need.
You may make any adjustments necessary to the ticket in this window, and you must leave a Revision Note before clicking Save. The Revision Note is to help keep record of edits to a ticket, and should be contain enough details to give reason for the edit.
Scrolling to the right of the Ticket Query Table you will find other useful buttons, such as the Revision and Archived PDF buttons.
This will show any notes related to the ticket, such as in the above example. The ticket was removed from an invoice, and then an Edit was made to the ticket and a Revision Note was left. This screen will show what Action was taken to create the note, the Revision Date, who the ticket was Revised By, and the related note.
Next to the Archived PDF on the Ticket Query Table you will see the buttons for Image, Signature, and Ticket Notes. These only populate if you are using a camera for the images, if you require driver signature, and if someone enters a ticket note either at the time of ticketing or in an edit.
You are able to rotate the image as well as print the image if need be. If you rotate the image you must click Reset to get the image back to the original orientation.
This note will contain the Ticket #, the Operator, and the note that was taken.
To edit an individual ticket you can click the button to pull up the Edit Ticket window:
If you click the button the Ticket Notes pop-up window will come up:
If you click the button you will download a PDF of the ticket that was printed at the time of ticketing. This PDF will match the ticket that is printed at the scale house, and this can be useful for seeing differenced between an edited ticket and the original.
If you click the button you will be able to view the image that was captured at the time of ticketing:
If you click the button you will download a png of the driver signature that was captured at the time of ticketing.
If you click the button you will be able to view the note that was taken at the time of ticketing:
